Host/Moderator: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management
Panelists: Lawrence I. Garbuz, Esq. Partner, Lewis and Garbuz, P.C. AND Boaz Feinberg, Partner, Arnon, Tadmor-Levy
Webinar Description: In light of shifting political and economic dynamics following the Mamdani mayoral victory in New York, many families are reassessing where to build their future. This webinar explores the tax and estate planning implications of relocating to Florida or Israel, highlighting differences in income tax, estate tax, and cross‑border planning. We’ll discuss strategies to preserve wealth, optimize charitable giving, and ensure compliance across jurisdictions. Whether you’re considering a move for lifestyle, financial, or legacy reasons, this session provides practical insights to guide your decision.
